Serenity Alternative Investment Management, LLC
Firm details
- Headquarters
- Arvada, Colorado
- CRD number
- 312214
- Website
- www.serenityalts.com
- Custodians
- PERSHING LLC, ABN AMRO CLEARING USA LLC, GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.74%
- Investment Companies35.29%
- HNWI0.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Serenity Alternative Investment Management, LLC is organized as a single-owner limited liability company that operates as a hedge fund manager and investment adviser. Its client base includes individuals and families as well as institutional investors. Advisory services reported include portfolio management for individuals and small businesses and for pooled investment vehicles; the firm also serves as sponsor, general partner, or managing member of pooled funds it manages. The firm’s fee arrangements include asset-based fees, fixed fees and performance-linked compensation. It does not identify itself as an active ESG investor, and it is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Martin Kollmorgen
CEO and Chief Investment OfficerCRD 7336620
David Kollmorgen
Chief Operating OfficerCRD 7336618
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arvada, CO
Jefferson
Location
Arvada, CO
Headquartered in Arvada, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 7878 Wadsworth Blvd
- Time zone
- MT (UTC-7)
- Office locations
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